Q2 2026 13F · SEC CIK 2011221

Darden Wealth Group Inc

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $252.3M
Reported positions: 155
Top holdings a year, 3 yrs: +33.9%
Assets under management: $379.6M

Darden Wealth Group Inc is a wealth manager that reported 155 positions worth $252.3M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Nvidia Corporation (NVDA, 13.6%), Micron Technology Inc (MU, 6.4%), Alphabet Inc (GOOGL, 5.0%). A portfolio copying its top holdings returned 33.9% a year over the last 3 years, against 18.8% for the S&P 500.

Darden Wealth Group Inc holdings largest 50 of 155 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Darden Wealth Group Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	13.6%	15.5%	170,889	-2.3%	$34.2M
MUMicron Technology Inc	6.4%	2.0%	13,886	+21.4%	$16.0M
GOOGLAlphabet Inc	5.0%	5.2%	35,140	-0.7%	$12.6M
RKLBRocket Lab Corp	4.9%	3.8%	120,484	+4.3%	$12.2M
AAPLApple Inc	3.9%	4.4%	33,702	-0.1%	$9.8M
AVGOBroadcom Inc	3.2%	3.4%	21,421	-0.6%	$8.1M
AMZNAmazon Com Inc	3.2%	3.6%	33,799	+0.9%	$8.1M
CRWDCrowdstrike Hldgs Inc	2.9%	1.9%	9,632	+0.7%	$7.4M
MSFTMicrosoft Corp	2.5%	3.4%	16,925	-5.5%	$6.3M
GOOGAlphabet Inc	2.1%	2.1%	14,713	+0.5%	$5.2M
FLOTIshares Tr	1.6%	2.0%	80,936	+3.7%	$4.1M
ANETArista Networks Inc	1.6%	1.4%	23,249	+2.7%	$3.9M
CLSCelestica Inc	1.4%	1.4%	9,824	+0.5%	$3.6M
ETNEaton Corp PLC	1.3%	1.4%	7,682	-0.9%	$3.3M
SMHVaneck ETF Trust	1.3%	0.9%	4,951	+8.2%	$3.2M
JAAAJanus Detroit Str Tr	1.2%	1.2%	58,046	+20.8%	$2.9M
FPEFirst Tr Exch Traded Fd III	1.1%	1.4%	151,256	+0.2%	$2.7M
ASMLAsml Hldg NV	0.9%	0.8%	1,169	+0.1%	$2.3M
RTXRtx Corporation	0.9%	1.2%	12,230	-0.9%	$2.3M
LLYEli Lilly & Co	0.9%	0.5%	1,932	+66.7%	$2.3M
GEVGe Vernova Inc	0.9%	0.8%	1,917	+6.1%	$2.3M
DVYIshares Tr	0.8%	1.1%	13,570	-2.7%	$2.1M
IEMGIshares Inc	0.8%	0.9%	25,523	-0.1%	$2.1M
APPApplovin Corp	0.8%	0.9%	4,059	-8.0%	$2.1M
IJHIshares Tr	0.8%	1.0%	27,076	-4.1%	$2.1M
MRVLMarvell Technology Inc	0.8%	—	6,951	—	$2.1M
JPMJpmorgan Chase & Co	0.8%	0.9%	6,181	+5.7%	$2.0M
AMDAdvanced Micro Devices Inc	0.8%	—	3,454	—	$2.0M
TTTrane Technologies PLC	0.8%	0.9%	4,071	+1.0%	$2.0M
PANWPalo Alto Networks Inc	0.8%	0.5%	5,691	+1.1%	$1.9M
SPYState Str Spdr S&p 500 ETF T	0.8%	0.9%	2,594	-0.2%	$1.9M
IUSGIshares Tr	0.7%	0.8%	10,046	-1.2%	$1.9M
IJRIshares Tr	0.7%	0.8%	12,642	-2.7%	$1.9M
GLDSpdr Gold Tr	0.7%	1.1%	5,044	+4.6%	$1.9M
EWYIshares Inc	0.7%	—	8,191	—	$1.7M
TIPIshares Tr	0.6%	0.8%	14,188	-0.2%	$1.6M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.8%	3,064	-2.9%	$1.5M
LRCXLam Research Corp	0.6%	—	3,533	—	$1.5M
QQQInvesco Qqq Tr	0.6%	0.6%	1,999	-0.2%	$1.5M
VTIVanguard Index Fds	0.6%	0.6%	3,942	+2.6%	$1.5M
MAMastercard Incorporated	0.6%	0.7%	2,791	-1.7%	$1.4M
ALABAstera Labs Inc	0.6%	—	2,955	—	$1.4M
AMATApplied Matls Inc	0.6%	—	1,970	—	$1.4M
PWRQuanta Svcs Inc	0.6%	0.5%	1,948	+8.2%	$1.4M
BABoeing Co	0.6%	0.7%	6,450	-6.9%	$1.4M
ARMArm Holdings PLC	0.6%	—	3,916	—	$1.4M
ISTBIshares Tr	0.5%	0.7%	26,127	-0.9%	$1.3M
SHVIshares Tr	0.5%	0.6%	10,909	+0.9%	$1.2M
ABBVAbbvie Inc	0.5%	0.5%	4,782	+0.1%	$1.2M
AGXArgan Inc	0.5%	—	1,500	—	$1.2M

What Darden Wealth Group Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

Reduced

APP Applovin Corp-8.0% shares
BA Boeing Co-6.9% shares
MSFT Microsoft Corp-5.5% shares

Left the top 50

TFLO Ishares Trwas 0.6%
XLE Select Sector Spdr Trwas 0.5%
DFAI Dimensional ETF Trustwas 0.5%
CVX Chevron Corporationwas 0.5%
META Meta Platforms Incwas 0.5%
VO Vanguard Index Fdswas 0.5%
VWO Vanguard Intl Equity Index Fwas 0.5%
VLUE Ishares Trwas 0.4%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +34.5% /yr; S&P 500 +20.1%
3 years: +33.9% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$252.3M	155
Q1 2026	$196.2M	150
Q4 2025	$206.1M	148
Q3 2025	$191.3M	134
Q2 2025	$165.8M	132
Q1 2025	$129.0M	98
Q4 2024	$148.5M	106
Q3 2024	$139.4M	104
Q2 2024	$166.0M	101
Q1 2024	$127.6M	107
Q4 2023	$104.0M	102

Questions about Darden Wealth Group Inc's portfolio

What stocks does Darden Wealth Group Inc own?

Darden Wealth Group Inc's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 155 positions worth $252.3M. The largest are Nvidia Corporation (NVDA) at 13.6%, Micron Technology Inc (MU) at 6.4%, Alphabet Inc (GOOGL) at 5.0%, Rocket Lab Corp (RKLB) at 4.9% and Apple Inc (AAPL) at 3.9%.

What did Darden Wealth Group Inc buy last quarter?

In Q2 2026, Darden Wealth Group Inc added Eli Lilly & Co (LLY) (+66.7% shares), Micron Technology Inc (MU) (+21.4% shares) and Janus Detroit Str Tr (JAAA) (+20.8% shares), compared with its Q1 2026 filing.

What did Darden Wealth Group Inc sell last quarter?

In Q2 2026, Darden Wealth Group Inc cut from its top 50 Ishares Tr (TFLO), cut from its top 50 Select Sector Spdr Tr (XLE), cut from its top 50 Dimensional ETF Trust (DFAI), cut from its top 50 Chevron Corporation (CVX), cut from its top 50 Meta Platforms Inc (META), Applovin Corp (APP) (-8.0% shares), Boeing Co (BA) (-6.9% shares) and Microsoft Corp (MSFT) (-5.5% shares), compared with its Q1 2026 filing.

How has Darden Wealth Group Inc's portfolio performed?

A portfolio copying Darden Wealth Group Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +33.9% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +34.5% against +20.1%.

When is Darden Wealth Group Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Darden Wealth Group Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Darden Wealth Group Inc manage?

Darden Wealth Group Inc reported $379.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $252.3M.